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- 1ASML says it sells no chipmaking machines in EuropeβASML currently sells no chipmaking machines in Europe, executive says
ASML, the Dutch maker of advanced lithography equipment, has said it currently sells no chipmaking machines within Europe, according to an executive. The statement highlights how the continent, despite hosting one of the world's most critical semiconductor suppliers, lacks major chip manufacturing customers of its own, fueling discussion about Europe's limited position in global chip production.
- 2Chinese Stocks Fall to One-Year Low on Chip SlumpβChinese Stocks Hit One-Year Low as Chip, Optical Firms Slide
Chinese equities dropped to their lowest level in a year, with semiconductor and optical technology companies leading the decline. The slide reflects mounting pressure on China's tech sector, particularly firms tied to chipmaking and optical components, which have been hit by weak demand and ongoing US export restrictions. Investors are watching closely for signs of further deterioration or policy support from Beijing to stabilise the market.
- 3Nvidia launches open-source tool for AI securityβNvidia introduces open-source tool to boost AI security (NVDA:NASDAQ)
Nvidia has introduced an open-source tool aimed at improving the security of artificial intelligence systems, according to a report carried by Seeking Alpha. The move positions the chipmaker to address growing concerns about vulnerabilities and abuse in AI deployments, and adds to Nvidia's expanding software ecosystem alongside its dominant AI hardware business. Investors and developers are watching how the tool will be adopted across the industry.
- 4Nvidia Defies Chip Slump, Analysts Weigh Three ReasonsβNvidia Stock Is Defying Chip Slump. 3 Reasons Why.
Barron's reports that Nvidia's stock is holding up despite a broad downturn across the semiconductor sector, attributing its resilience to three key reasons. Investors are watching the chipmaker closely as peers slide, debating whether Nvidia's strength reflects durable fundamentals such as AI demand or a temporary divergence from wider industry weakness.
- 5Nvidia's New AI Chips Could Enter Chinese MarketβUpdate: Market Chatter: Nvidia's New AI Chips Could Enter Chinese Market
Market chatter is focused on reports that Nvidia's newest AI chips could be permitted to enter the Chinese market. Traders and analysts are weighing what renewed access for the US chipmaker would mean for China's AI buildout, for rivals like Huawei, and for the company's multibillion-dollar data centre business, which has been constrained by US export controls.
- 6Qualcomm Unveils Two New AI-Focused Smartphone ChipsβQualcomm Launches Two New Smartphone Chips As AI Push Intensifies β QCOM Stock Edges Lower After-Hours
Qualcomm announced two new smartphone chips, strengthening its push into on-device artificial intelligence as competition among chipmakers intensifies. The announcement came alongside the company's earnings update, but investors were unmoved: Qualcomm shares slipped modestly in after-hours trading despite the new product launches. Attention is on how the company's AI-capable silicon will fare against rivals in the premium smartphone market.
- 7
Nvidia has announced a set of AI security tools aimed at preventing breaches involving autonomous AI agents. The announcement, covered by Yahoo Finance Canada, positions the chipmaker to address growing concerns that AI agents acting on users' behalf could be exploited or hijacked by attackers.
- 8China's CanSemi draws record demand ahead of debutβBetting on light: why Chinaβs CanSemi is drawing record demand ahead of debut
CanSemi, a Chinese photonics-focused chipmaker, is attracting record investor demand ahead of its market debut, according to the South China Morning Post. The company, which works with silicon photonics technology used in optical communications, has drawn unusually strong interest in its listing, reflecting continued investor appetite for China's domestic semiconductor sector despite broader market uncertainty.
- 9
AMD's market value crossed the $1 trillion mark, at least briefly, putting the chipmaker in a rarefied group alongside Nvidia. The milestone reflects growing confidence in AMD's position in the semiconductor race, particularly as it challenges Nvidia in AI accelerators. Commenters note the irony of the long-time 'perpetual underdog' reaching the valuation level long dominated by its larger rival.
- 10AI Chips Drive Semiconductor Transformation and Material DemandβLatest News In AI Chips - AI's Impact on Semiconductor Transformation and Material Demand
Industry coverage highlights how the AI chip boom is reshaping the semiconductor sector, accelerating transformation across chipmakers and pushing up demand for specialised materials used in advanced fabrication. Analysts note that surging investment in AI hardware is changing supply chains and creating new opportunities for materials suppliers. Observers are weighing how sustainable this demand growth will be as AI development continues at pace.
- 11Qualcomm confirms close work with Samsung on 2nm chipsβQualcomm confirms it is working closely with Samsung for future 2nm chips
Qualcomm has confirmed it is working closely with Samsung on future 2nm chips, signalling that Samsung Foundry is in line to manufacture next-generation Snapdragon processors. The announcement strengthens Samsung's standing in the race for advanced chipmaking capacity, where it competes with TSMC. Observers see it as a vote of confidence in Samsung's 2nm process despite earlier yield concerns.
- 12VIS-NXP joint venture chip fab starts initial productionβVIS-NXP JV chip fab enters initial production stage
VIS, the Taiwanese chipmaker, says the joint venture fab it runs with Netherlands-based NXP Semiconductors has entered the initial production stage. The milestone marks the start of output at the plant, which is expected to supply chips for automotive and industrial uses. Further details on capacity, yield ramp-up and timing for full-scale production were not given in the initial announcement.
- 13Nvidia unveils record $150 billion stock buybackβNvidia announces jaw-dropping $150 billion stock buyback, largest single authorization in history
Nvidia has announced a $150 billion stock buyback authorization, the largest single authorization ever approved by a company. The move signals the chipmaker's confidence in its cash flow and long-term prospects, and is being read by investors as a strong commitment to returning capital to shareholders amid the company's dominant position in AI hardware.
- 14ESWIN to become Hong Kong's first listed RISC-V chip firm with $2.5 billion raiseβESWIN is set to be HK's first listed RISC-V open-source chip firm by raising up to $2.5 bln
Chinese chipmaker ESWIN is preparing a Hong Kong listing that would make it the city's first publicly traded RISC-V open-source chip company, aiming to raise up to $2.5 billion. The move highlights growing investor interest in RISC-V, an open-source alternative to Arm and x86 architecture, amid ongoing US-China technology restrictions and efforts to build a domestic semiconductor supply chain.
- 15Nvidia's 2026 Dividend Hike Puts Dividend Growth Stocks in SpotlightβNvidiaβs 2026 Dividend Hike Puts Dividend Growth Stocks in the Spotlight
Nvidia is raising its dividend for 2026, a move highlighted by Morningstar as putting dividend growth stocks back in focus for investors. While the chipmaker's payout remains small relative to its earnings, the increase signals confidence in sustained cash flows and is prompting discussion about whether income-focused investors should give high-growth tech names a second look alongside traditional dividend payers.
- 16TSMC affiliate Vanguard weighs second Singapore chip plantβA venture by TSMCβs smaller affiliate Vanguard is considering a second chipmaking plant in Singapore to meet growing dem
Vanguard International Semiconductor, the smaller affiliate of chip giant TSMC, is considering building a second chipmaking plant in Singapore through a joint venture, responding to growing global demand for semiconductors. The plan would expand Singapore's role as a key manufacturing hub in the semiconductor supply chain, where Vanguard already operates a wafer fabrication facility.
- 17SK Hynix Shares Fall on Solidigm US IPO PlansβSK Hynix Shares Fall as Solidigmβs Potential US IPO Sours Mood
Shares in SK Hynix declined amid news that Solidigm, its US-based NAND flash storage subsidiary, may pursue an initial public offering in the United States. The prospect of the listing appeared to dampen sentiment around the South Korean chipmaker, weighing on its stock despite ongoing strength in memory-chip demand.
- 18
South Korean shares fell sharply, with the Seoul market dropping more than 2.5 percent as semiconductor stocks led losses. Chipmakers, a core driver of Korea's export-heavy economy, dragged the benchmark index down, and the slide is drawing attention amid ongoing concerns about the global semiconductor sector and its effect on Asian markets.
- 19
Infineon Technologies has begun sampling 120-amp power chips designed for AI accelerators, a move that targets the growing demand for efficient power delivery in AI data centers. As AI systems consume more power, chipmakers are racing to supply components that manage higher currents in compact server designs, and Infineon's latest offering positions it among the suppliers competing for this market.